The Daysium Portal shows your day counts and the rules you are tracking in a full web view. Here is how it is organised and how to find your way around.
Home, Workspace and Reports
Three areas sit in the side menu bar:
Home — your starting point. It lists the people in your account and whether each is on track or at risk.
Workspace — the account overview, showing everyone in the account and their status at a glance.
Reports — generate and open a report for any person and rule.
Who you will see
What appears depends on your account:
Individual — your own records only.
Family — everyone in the family.
Family office — the principal and their family members.
Trust — the settlor and beneficiaries of a trust structure.
Opening a person's records
From Home or Workspace, click a person's name to open their workspace. There you will see their day-count rules and the data behind them.
Note: Everything in the Portal is read-only. The data is collected in Daysium Mobile and shown here.
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